Equifax (NYSE:EFX) Given New $265.00 Price Target at Needham & Company LLC

Equifax (NYSE:EFX) had its price objective reduced by Needham & Company LLC from $295.00 to $265.00 in a report issued on Thursday morning, Marketbeat Ratings reports. They currently have a buy rating on the credit services provider’s stock.

Other analysts also recently issued research reports about the stock. Weiss Ratings reissued a “hold (c)” rating on shares of Equifax in a research report on Monday, December 29th. BMO Capital Markets dropped their price objective on shares of Equifax from $245.00 to $234.00 and set a “market perform” rating on the stock in a report on Monday, December 8th. Oppenheimer cut their target price on Equifax from $271.00 to $266.00 and set an “outperform” rating on the stock in a research report on Monday, January 12th. Stifel Nicolaus lowered their price target on Equifax from $295.00 to $253.00 and set a “buy” rating for the company in a research report on Wednesday, October 22nd. Finally, Morgan Stanley cut their price objective on Equifax from $269.00 to $244.00 and set an “overweight” rating on the stock in a report on Wednesday. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Equifax presently has a consensus rating of “Moderate Buy” and an average target price of $242.64.

Equifax Stock Performance

Shares of EFX opened at $190.59 on Thursday. Equifax has a 12 month low of $166.02 and a 12 month high of $281.03. The stock has a fifty day moving average price of $213.11 and a 200-day moving average price of $228.02. The company has a current ratio of 0.60, a quick ratio of 0.74 and a debt-to-equity ratio of 0.88. The firm has a market cap of $23.33 billion, a PE ratio of 35.83, a P/E/G ratio of 1.87 and a beta of 1.55.

Equifax (NYSE:EFX) last released its quarterly earnings results on Wednesday, February 4th. The credit services provider reported $2.09 EPS for the quarter, beating analysts’ consensus estimates of $2.05 by $0.04. Equifax had a return on equity of 19.27% and a net margin of 10.87%.The company had revenue of $1.55 billion during the quarter, compared to analysts’ expectations of $1.53 billion. During the same period last year, the business posted $2.12 earnings per share. The firm’s revenue was up 9.3% compared to the same quarter last year. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS. Equities research analysts predict that Equifax will post 7.58 earnings per share for the current fiscal year.

Institutional Trading of Equifax

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Accretive Wealth Partners LLC boosted its position in Equifax by 1.1% in the 2nd quarter. Accretive Wealth Partners LLC now owns 4,564 shares of the credit services provider’s stock worth $1,184,000 after purchasing an additional 48 shares in the last quarter. Cary Street Partners Investment Advisory LLC boosted its holdings in Equifax by 12.5% during the third quarter. Cary Street Partners Investment Advisory LLC now owns 458 shares of the credit services provider’s stock worth $117,000 after buying an additional 51 shares in the last quarter. HighPoint Advisor Group LLC grew its position in Equifax by 2.8% during the third quarter. HighPoint Advisor Group LLC now owns 1,971 shares of the credit services provider’s stock valued at $506,000 after buying an additional 53 shares during the period. Heritage Family Offices LLP increased its holdings in Equifax by 2.8% in the third quarter. Heritage Family Offices LLP now owns 2,126 shares of the credit services provider’s stock valued at $545,000 after buying an additional 57 shares in the last quarter. Finally, Brighton Jones LLC raised its position in shares of Equifax by 1.6% in the second quarter. Brighton Jones LLC now owns 3,723 shares of the credit services provider’s stock worth $966,000 after acquiring an additional 58 shares during the period. 96.20% of the stock is owned by institutional investors and hedge funds.

More Equifax News

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Q4 beat and revenue growth — Equifax reported Q4 2025 EPS and revenue above consensus, with revenue up ~9% year‑over‑year and management citing cloud and AI as drivers of new product innovation and record‑high product activity. This underpins the upside case on durable end markets (workforce, USIS). Equifax Delivers Fourth Quarter 2025 Revenue Growth of 9%
• Positive Sentiment: Product/market catalysts — Management highlighted VantageScore traction and AI/cloud leverage (90% of revenue on the new Equifax Cloud) as enablers for faster product rollout and efficiency, supporting mid/long‑term growth expectations. Equifax sees VantageScore traction build, targets strong growth in 2026
• Positive Sentiment: Commercial partnerships — Equifax expanded a partnership to deliver broader consumer financial solutions, signaling cross‑sell and distribution opportunities that can help monetize product innovation. Gen and Equifax Expand Partnership
• Neutral Sentiment: Analysts trim targets but keep positive ratings — Several firms lowered price targets after the results (JPM: $260→$230; Wells Fargo: $265→$240; RBC: $250→$222; Needham: $295→$265), yet many maintained Overweight/Outperform/Buy ratings, leaving meaningful upside in their models. This suggests updated estimates rather than a change in conviction. These Analysts Cut Their Forecasts On Equifax After Q4 Earnings
• Negative Sentiment: Cautious near‑term guidance — Equifax set Q1 2026 EPS guidance of $1.63–1.73, below the prior consensus (~$1.78), which pressures near‑term expectations and partly explains analyst PT reductions. Equifax Q4 Earnings Beat Estimates, Revenues Jump 9% Y/Y
• Negative Sentiment: Regulatory/reputational risk — U.S. senators publicly accused Equifax of “price‑gouging” related to Medicaid programs, drawing scrutiny that could create contract or pricing headwinds in government work. This has already pressured the stock in prior sessions. Senators Accuse Equifax of ‘Price‑Gouging’ Medicaid Programs

About Equifax

Equifax Inc (NYSE: EFX) is a global data, analytics and technology company that specializes in consumer and commercial credit reporting, decisioning tools and identity solutions. Headquartered in Atlanta, Georgia, Equifax is one of the three major consumer credit reporting agencies in the United States and provides credit information and related services to lenders, employers, governments and consumers worldwide.

The company’s offerings include consumer credit reports and scores, credit monitoring and identity protection services, and a range of business-oriented products for risk management, fraud detection and compliance.